How does Zoe find duplicate records?

Zoe, the duplicate detective, watches for identity conflicts in your CRM: People that may be the same person, or a conversation that matches more than one person. When the evidence isn't safe enough to decide on her own, she never merges silently. She creates a review task and lets you make the call.

Step by step

1. Open Employees in the sidebar and click Zoe. Her card says On duty.

2. Her page explains how she works. Click Open Tasks to see her reviews next to the rest of your team's tasks.

Deciding on a Zoe task

Her tasks are named after what she found, for example "Review possible duplicate: Ada Example and Ada Example". Open one to see the records side by side and her question What should I do?:

• Choose the record to keep, then Merge into that record. Zoe archives the others and moves their identity details (email, LinkedIn…) to the one you keep.
• Keep separate when they are different people.
• Defer to decide later: tomorrow, in 3 days or next week.
• For a conversation that matches several people, choose the matching person, or Leave unlinked. This links the conversation and merges nothing.

The task closes once the case is resolved.

Good to know

• Each workspace has its own Zoe tasks. They are linked to the records concerned.
• You need permission to edit records to decide.
• To list only her tasks, filter Tasks by Employee and pick Zoe.
• Zoe can't be turned off.

Related

• What are AI CRM employees?
• Merge duplicate records yourself
• Avoid duplicates with unique identifiers